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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,281 | $156,398-51.9% | $147,318-48.9% | $138,895-45.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.71% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,744 | $4,853-64.1% | $4,593-62.0% | $4,194-58.4% |
| Participant deferral / active EE | $3,207 | $8,237-61.1% | $7,906-59.4% | $6,396-49.9% |
| Admin fee / account holder | $5,744 | $14,976-61.6% | $13,708-58.1% | $12,562-54.3% |